Umpqua Investments, Inc. operates as a full-service brokerage and investment advisory firm and is a subsidiary of Umpqua Holdings Corporation (Umpqua Bank). Rooted in the community banking philosophy of its parent company, which was founded in 1953, Umpqua Investments focuses on providing personalized financial guidance and wealth management solutions. Their services are designed for individuals, families, and business owners, encompassing investment management, retirement and estate planning, and insurance solutions, with a mission to help clients navigate their financial futures.

Founded in

United States